Position in DOLE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$178,058
-$7,712 QoQ
Shares Held
12,978
-0.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#144
of 209 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOLE Over Time
Shares Held
Position Value (USD)
Position in Farm Products
Consumer Defensive · as of Jun 30, 2026Phillips Wealth Planners LLC holds $398,953 across 2 Farm Products names. DOLE ranks #2 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CALM |
Cal-Maine Foods Inc
|
2,742 | $220,895 | |
| 2 | DOLE |
Dole plc
This page
|
12,978 | $178,058 |
All Filings in DOLE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,058 | 12,978 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $185,770 | 13,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $158,459 | 10,571 | Shares | Defined | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||